HR
CASH icon

Howe & Rusling’s Pathward Financial CASH Stock Holding History

Howe & Rusling’s Portfolio CASH Stock Details CASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-75
Closed -$3K – 837
2018
Q1 		$3K Hold
75
– – ﹤0.01% 681
2017
Q4 		$2K Hold
75
– – ﹤0.01% 700
2017
Q3 		$2K Hold
75
– – ﹤0.01% 733
2017
Q2 		$2K Buy
+75
New +$2.18K ﹤0.01% 795

Other funds holding CASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $933M AUM 56.2% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Howe & Rusling's CASH Position: Q2 2018 in Review

Howe & Rusling sold out of Pathward Financial (CASH) in Q2 2018, closing a stake of 75 shares — an estimated $3K sold.

Howe & Rusling first reported a position in CASH in Q2 2017 and held it in 4 quarters. The position peaked at $3K in Q1 2018. 161 funds tracked by Wall St. Rank hold CASH as of Q2 2018.

  • Howe & Rusling reported no remaining Pathward Financial position as of Q2 2018 after selling out during the quarter.
  • Howe & Rusling sold 75 Pathward Financial shares in Q2 2018, an estimated $3K.
  • Howe & Rusling first reported a position in Pathward Financial in Q2 2017 and held it in 4 quarters.
  • Howe & Rusling's Pathward Financial position peaked at $3K in Q1 2018.
  • 161 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2018.

Based on Howe & Rusling's 13F filing for Q2 2018, filed 31 Jul 2018.